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实例探究 > Smart Data Strategy Helps Target Ideal Customer Profile

Smart Data Strategy Helps Target Ideal Customer Profile

公司规模
Mid-size Company
地区
  • America
国家
  • United States
产品
  • Dun & Bradstreet Data Cloud
  • Optimizer for Salesforce
  • D&B Hoovers
技术栈
  • Salesforce
  • Dun & Bradstreet Data Cloud
实施规模
  • Enterprise-wide Deployment
影响指标
  • Productivity Improvements
  • Customer Satisfaction
技术
  • 平台即服务 (PaaS) - 数据管理平台
  • 分析与建模 - 预测分析
适用行业
  • Professional Service
适用功能
  • 销售与市场营销
  • 商业运营
服务
  • 数据科学服务
  • 系统集成
关于客户
Credly is an innovative company at the forefront of the digital credential movement, providing a platform for businesses and educational institutions to recognize professionals, students, learners, and employees for their skills, achievements, and contributions. Their digital credential platform allows earners to gain professional recognition by sharing their badges via email and social platforms. Credly's platform adds value to issuing organizations by enhancing engagement and visibility, with social media impressions of digital badges offering significant marketing value. The company serves a diverse customer base, including organizations offering training, certification, or recognition programs.
挑战
Credly faced challenges in accurately identifying their Ideal Customer Profile (ICP) due to the subjective nature of manual data input in their CRM system. The sales and prospect data were prone to errors and inconsistencies, as different team members had varying perspectives on classifying industry accounts. This subjectivity led to inefficiencies and inaccuracies in targeting potential customers. Credly needed a solution to reduce subjectivity, correct inaccurate data, and fill in missing information to empower their sales team with precise targeting capabilities.
解决方案
Credly chose Dun & Bradstreet's sales and marketing solutions to address their data challenges. By accessing the Dun & Bradstreet Data Cloud through their solutions, Credly improved their ICP directly within their Salesforce instance, reducing subjectivity from human data input. They used Optimizer for Salesforce to automatically update CRM records to match Dun & Bradstreet data, and D&B Hoovers to make strategic decisions around industries and verticals. This approach allowed Credly to import matched accounts into their CRM with firmographic data, significantly improving their match rate and enabling more strategic prospecting.
运营影响
  • Credly developed a more robust and informed Ideal Customer Profile (ICP), allowing for more strategic prospecting.
  • The sales team gained a better understanding of industries where their solutions resonated best, improving segmentation and account targeting.
  • The initiative led to significant time savings and efficiencies, enabling the sales team to focus more on outreach and team growth.
  • Credly's sales team could leverage their time and resources more efficiently, allowing for more review and outreach activities.
数量效益
  • Increased match rate from 30% to 93%, exceeding the goal by 3%
  • Achieved a 25-30% increase in account identification each week

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